# AI phone assistant for law firms

Source: https://terminio.ai/en/branchen/law-and-tax-firms/ai-phone-assistant

AI phone assistant for law and tax firms: answers while the secretary is buried in deadlines, asks tax or legal and books the slot. German number, 200 minutes included.

Answers while you're in a client meeting, asks tax or legal, and writes the appointment into your calendar.

An AI phone assistant for law and tax firms answers calls while you're in a client meeting: it asks tax or legal, checks free slots live and books straight into your calendar. At terminio.ai it is part of Pro Voice, with a German phone number and 200 call minutes, no setup fee, set up in about ten minutes.

## One call. And the front desk stays on the deadline.

- Booked online, booked by phone: one firm calendar. Many clients would rather book in the evening through your link: consultation or meeting, adviser, time, no account. Whoever would rather call gets the assistant. Both land in the same calendar in the same minute, for the secretary and every adviser.
- Fees on the phone. The fixed fee up front for the first consultation. If someone asks what an initial consultation costs, the assistant names the fixed fee, or says it depends on the work. You decide. Prepayment you set per service: for the initial consultation through Stripe, nothing on a long-standing client's annual accounts meeting.
- Picks up when the front desk can't. Mid-meeting, in the week before the deadline, after hours: the assistant answers with your firm's name and your greeting. It books appointments and takes callback requests as a message. It gives no legal or tax advice, and it does not discuss the matter.
- Booked by phone, confirmed on WhatsApp. An appointment the assistant books runs like every online booking: WhatsApp confirmation straight away, a reminder the day before, from your number, in your words, with a note to bring receipts or the contract. Whoever cancels frees the hour before it goes to waste.
- It knows which adviser is free when. The assistant looks live into the firm calendar: each adviser's hours, thirty minutes for an initial consultation, ninety for an annual accounts meeting. If a client asks for their own tax adviser, it tries to book exactly her. There are no double bookings.
- Every call in the app. On the wrist too. After every call the app holds a summary with outcome and duration, callback requests in a list of their own. Web app at the front desk, app on iPhone and Android, smartwatch on the wrist: you read up once the client has left.

## Common questions

**What happens when the phone rings and I'm in a client meeting?** You don't pick up, and after the ring the AI phone assistant takes over. It answers with your firm's name, asks whether it's an initial consultation, a tax or a legal matter, checks free slots and writes the appointment in. You read the summary in the app once the client has left.

**Does the assistant give information on deadlines or ongoing matters?** No. The AI phone assistant for law and tax firms books appointments and takes messages, nothing more. If someone asks about a deadline extension or a claim, it says the adviser will clear that up at the meeting and notes the callback request. It only passes on answers you have stored, say on directions or parking.

**How does it know whether a call is a tax or a legal matter?** It knows your services with duration and fee, just as you set them up: initial consultation, tax return meeting, annual accounts meeting, contract review. It asks for whatever is still missing, say whether it's a private tax matter or the business, and only offers times that are actually free in the calendar.

**Do I need a new number for the AI phone assistant?** No. You get a German phone number from terminio, your existing one stays on the website, the letterhead and Google. You only set up call forwarding, for instance for when nobody at the front desk picks up. On the Pro Voice plan the number is included, with 200 call minutes a month.

**How confidential is a call with the assistant?** The assistant asks for name, mobile number and preferred time, not for the facts of the case. Stored are the appointment and the message the caller leaves, no files, no pleadings. Everything sits on servers in the EU, data processing agreement included. Only whoever you have cleared at the firm sees your calendar.

**Does it answer in the evening and at weekends, when the firm is closed?** Yes. The AI phone assistant for tax advisers and law firms has no opening hours. You set when it takes over: always, only when nobody picks up, or only outside office hours. Then it knows the firm is closed, doesn't refer to the front desk and still books the initial consultation for next week.

**What does an AI phone assistant cost?** On the market, between roughly 30 € and several hundred euros a month, depending on whether billing is per minute, per call or a flat rate, and whether the phone number costs extra. At terminio.ai the AI phone assistant for law and tax firms is included in Pro Voice: 129.99 € a month, German number and 200 call minutes included, every further minute 0.25 €. No setup fee, cancel monthly.

**Is there a free AI phone assistant?** A permanently free one hardly exists, because the phone number and the call minutes cost the provider money. What does exist is a free start: at terminio.ai you begin on Free without payment details, with a booking page, a calendar and the app. The AI phone assistant for law and tax firms comes with Pro Voice, with no setup fee and no minimum term, cancel monthly.

**What can an AI phone assistant do?** It answers while you're in a client meeting, greets callers with the name of your business and deals with the request: it asks tax or legal, checks free slots in your calendar, books, moves and cancels. It knows how long a first consultation takes and only offers gaps that fit. Anything it shouldn't handle it forwards to you or takes down as a callback with name, number and reason. After every call there is a summary in the app.


---

terminio.ai is online appointment booking for small businesses with WhatsApp reminders and an AI phone assistant, from €0 a month, hosted in the EU. Provider: terminio.ai UG (haftungsbeschränkt), Großschönau, Saxony, Germany.
